Cerity Partners
VLU icon

Cerity Partners’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Cerity Partners’s Portfolio VLU Stock Details VLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Hold
940
– – ﹤0.01% 2987
2026
Q1 		$202K Buy
+940
New +$206K ﹤0.01% 2877

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NFG
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cerity Partners's VLU Position: Q2 2026 in Review

Cerity Partners held its State Street SPDR S&P 1500 Value Tilt ETF (VLU) position steady in Q2 2026 at 940 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #2987.

Cerity Partners first reported a position in VLU in Q1 2026 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

  • Cerity Partners held 940 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $224K as of Q2 2026.
  • Cerity Partners left its State Street SPDR S&P 1500 Value Tilt ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2987 holding.
  • Cerity Partners first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2026 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.